Cypress Strategies serves affluent families and middle-market, family-owned and controlled companies throughout the United States. Cypress Strategies' process combines [1] thorough discovery, [2] collaborative and flexible solutions, and [3] an unbridled commitment to implementation and on-going support. Together with our support staff and our clients' advisors we create a synergy of talent, education, and resources; providing a dynamic team approach in creating innovative and efficient planning solutions.